Alternatives to InboxCRM by AppEQ

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.

LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.

SuccessGuardian is an AI-powered Customer Success Platform (CSP) designed for growing SaaS businesses to scale their customer success efforts efficiently. Launched in 2023 and based in India, it offers an end-to-end solution tailored for Customer Success Managers (CSMs), success leaders, and revenue teams. The platform provides a unified 360° view of each customer by integrating data from multiple sources such as CRMs, support tools, and billing systems. This centralization enables teams to calculate dynamic health scores, track risks, and uncover upsell or renewal opportunities. SuccessGuardian also offers AI-driven survey tools for customer feedback and sentiment analysis, which help improve satisfaction and loyalty.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

CustomerGauge helps B2B businesses leverage customer feedback and behaviors to align business initiatives and improve account retention. It also helps increase revenue growth through up-sells and cross-sells. CustomerGauge Account Experience™, a platform that allows B2B companies monitor account engagement and collect feedback from key stakeholders. It also allows them to segment real-time results into custom dashboards and map feedback to changes to NPS score and revenue. Users can track engagement through custom and native integrations. This includes how often key stakeholders answer customer survey questions, submit support tickets and open marketing emails. The CustomerGauge Account Expert™ platform also has the ability to set KPI targets to close the feedback loop, identify accounts at high risk of churning and forecast the revenue impact from changes in NPS score. Get a demo today.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.

All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.

ClaimBook streamlines the insurance claims process by facilitating quicker settlements, enhancing accountability, and reducing the likelihood of rejections. It is equipped with comprehensive features that cater to all aspects of claims management and evidence submission. Furthermore, ClaimBook promotes international patient care through specialized workflows, thereby fostering medical tourism. The platform includes a built-in Rules Engine that prevents incomplete submissions and ensures that all necessary information and documents are provided. This leads to submissions that are accurate, thorough, and pre-authorized. Additionally, ClaimBook incorporates Smart Data Extraction technology, which can interpret uploaded documents to retrieve pertinent information from a connected Hospital's Information System, eliminating the need for manual data entry. Another valuable feature is Integrated Emailing, which creates a virtual inbox directly within your dashboard, allowing users to compose emails with a familiar design similar to that of Microsoft Outlook. This integration not only enhances productivity but also ensures seamless communication throughout the claims process.

Reef provides a customer revenue platform designed to enable businesses to consistently enhance revenue from their current clientele while streamlining net retention metrics. The landscape has changed dramatically, with new sales declining and upselling becoming increasingly challenging, making the net retention rate (NRR) more difficult to manage. Many organizations find themselves unprepared for this evolving marketplace, leading to a significant revenue shortfall. Often, startups delay establishing a strong foundation for NRR success, which hinders their growth and contributes to this revenue gap. It is crucial for these companies to prioritize investment in areas that will foster rapid growth. By developing board-ready analytics that encompass both current and historical data on net retention—including renewals, upsells, and cross-sells—businesses can gain valuable insights. Furthermore, visualizing territories will help in swiftly pinpointing growth potentials and identifying churn risks, taking into account factors like engagement levels, product usage, consumption rates, health scores, and Net Promoter Scores (NPS). Transforming these insights into actionable strategies through advanced targeting and effective workflows will ensure that companies follow through consistently, ultimately driving better execution and stronger results.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

Motion.io serves as a comprehensive client portal and project management solution tailored for service-oriented businesses, aiming to enhance the efficiency of client interactions. It features intuitive, white-labeled portals that allow clients to engage without logging in, facilitating file uploads, form completions, project tracking, and team communication seamlessly. The platform's task builder empowers businesses to designate responsibilities while sending automatic reminders to clients for essential actions, like document signing or information submission. Additionally, Motion.io incorporates electronic signature capabilities, allowing clients to finalize contracts right within their portals. Clients benefit from a project tracker that offers transparent insight into every phase of their projects, minimizing the need for frequent status update meetings. Furthermore, the integrated inbox merges all client communication, encompassing messages and support requests, into a single manageable dashboard, thus streamlining overall client management processes. This holistic approach not only enhances productivity but also fosters stronger client relationships.

Freshsuccess is an innovative customer success platform designed to empower software and subscription businesses to reduce churn, enhance expansion efforts, and cultivate stronger customer relationships. It provides enhanced visibility into customer accounts, allowing for quick assessments of account health, support inquiries, billing records, communications, and user engagement metrics. By identifying potential risks and opportunities, businesses can take proactive measures to mitigate customer churn while also uncovering potential advocates or avenues for growth. The platform standardizes workflows, streamlines task automation, and establishes best practices for Customer Success teams, ensuring efficiency and consistency. Key performance indicators such as churn rates, expansion metrics, product adoption statistics, and overall customer health are easily accessible. Trusted by leading B2B software and subscription companies, Freshsuccess utilizes customer health scores to reflect the characteristics and behaviors of satisfied customers. This data-driven approach allows Customer Success professionals to identify risks and opportunities without relying solely on instinct, ultimately leading to better decision-making and enhanced customer satisfaction.

Instead of sifting through countless Gong recordings, browsing through numerous tickets, or spending excessive time navigating your CRM, Sturdy delivers the essential facts in mere seconds. While summaries are beneficial, Sturdy's AI elevates them by providing immediate insights into trends and crucial points to monitor. You can easily determine your next steps without the uncertainty of an impromptu Zoom meeting. The long-awaited summaries are finally available, enabling you to instantly identify which accounts might be at risk of cancellation and understand the reasons behind it. With this newfound knowledge, you can confidently engage in conversations that save accounts and initiate renewal discussions, making you the hero of the situation. Sturdy allows you to delve into every customer interaction, uncovering in-depth information about various processes, products, services, and much more, ensuring you are always well-informed and ready to act. This innovative approach transforms how you manage customer relationships, turning data into actionable strategies that drive success.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

Leverage Relativity6 to gain insights into customer behavior and make informed predictions. It's essential to identify and retain your most valuable customers, while also strategically implementing cross-selling and upselling tactics at opportune moments. By employing these strategies, you can effectively decrease monthly churn rates by 0.5 to 1%. At the heart of Relativity6 is its Knowledge Graph, an extensive database that contextualizes customer behavior beyond your internal metrics. This Knowledge Graph is constructed on a graph database containing over 1.5TB of contextual data points, which address issues such as data sparsity and inconsistent sampling. With Relativity6’s robust and adaptable infrastructure, your team can conduct experiments and gain insights rapidly without incurring substantial initial costs. Patterns and insights emerge promptly as our algorithms utilize GPUs to process vast datasets efficiently. Unlike many companies in the AI and Machine Learning space that obscure their methods behind a "proprietary" label, we understand that you know your business best. Therefore, we developed Marvin as an open platform, fostering seamless collaboration between your team and your data science professionals. This approach empowers you to make data-driven decisions with confidence and precision.

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

RightRev enables businesses to effortlessly generate quotes and conduct sales while enhancing revenue recognition to ensure adherence with contemporary accounting standards. In conjunction with Salesforce’s comprehensive suite, which includes integrated CRM, CPQ, subscriptions, orders, billings, and cash collection, RightRev enhances these capabilities through automated revenue recognition tailored for navigating the complexities of revenue accounting in accordance with ASC 606 and IFRS 15. Traditional revenue recognition methods and systems can be cumbersome, inefficient, and susceptible to numerous errors. Move beyond outdated spreadsheets and custom fixes that no longer serve your needs. RightRev provides a smooth integration with your sales and revenue accounting operations, delivering a cohesive platform for both sales processes and revenue analysis across various offerings, including subscriptions, one-time sales, services, training, promotions, and additional products. Our revenue recognition platform, developed with top-tier technology, is designed to adapt to your increasing volume and workload demands while maintaining efficiency and accuracy. With RightRev, businesses can focus on growth without the burden of cumbersome revenue recognition challenges.

Salesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world.

By implementing smartly automated financial systems and gaining deeper insights, you can shift your focus from mere transaction handling to strategic analysis and decisive actions. Businesses naturally experience fluctuations over time, and Workday is designed to keep you agile and prepared for changes with its adaptable framework. You can modify your business processes while consistently monitoring any developments along the way. The integration of machine learning minimizes obstacles by continually identifying discrepancies and offering valuable suggestions. This enables finance teams to analyze and assess outcomes while concentrating on the most critical areas of the organization. We ensure that data reaches every part of your company, providing timely insights when they are most needed. Stakeholders gain visibility into the factors influencing the business, empowering them to take informed actions. Additionally, Workday guarantees unmatched electronic documentation, as we meticulously track every transaction and modification in real-time, allowing you to proactively manage risks and ensure compliance effectively. Overall, this seamless integration enhances operational efficiency and drives better decision-making across your organization.

The SOFTRAX Revenue Management System (RMS) is a powerful approach to revenue management. It is the world’s only system that combines best-in-class automation for one-time, milestone, subscription, consumption, and renewal billing and complex revenue recognition in a single solution to streamline the revenue management process. This single solution gives you the freedom to focus on more profitable analytical tasks. SOFTRAX delivers the only comprehensive solution that supports all forms of complex billing and revenue recognition in accordance with the new ASC 606 and IFRS 15 standards. This unique system drives a high level of automation to advance your back-office functionality toward continuous accounting. SOFTRAX RMS delivers the industry’s highest level of system-wide automation. This single solution seamlessly integrates with existing ERP, CRM, CPQ, or home-grown systems automating the flow of order and fulfillment data to trigger billing and revenue recognition. The system simultaneously accounts for exchange rate, tax, and payment data to ensure accurate and timely processing.

Achieve significant improvements in operational efficiency, reduce accounts receivable processing time by 50%, and lower resource expenses with our advanced revenue and expense calculation platform. Revport, developed by Broadridge, streamlines your billing and invoicing processes while offering an all-encompassing perspective that allows you to concentrate on expansion. Our cutting-edge Revenue and Expense Management system automates finance workflows governed by rules, along with managing revenue accruals and reversals, leading to fewer mistakes and enhanced productivity. CFOs can easily oversee every aspect of revenue and expense management, from fee billing to accruals and invoice validation to revenue sharing, all in a user-friendly format. Furthermore, effectively manage risk and credit exposures while optimizing cash utilization by pinpointing and prioritizing payment obligations and the timing of outflows. Enhance cash flow and capital utilization through real-time aggregation and visibility into cash activities across all business entities, ensuring proactive financial management. Ultimately, Revport empowers organizations to make informed decisions that foster sustainable growth and efficiency.

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

Streamline, tailor, and distribute your recurring revenue effortlessly with just one click. Minimize the time you spend on managing, emailing, and versioning client revenue metrics, and devote more energy to providing advisory services that assist them in understanding and expanding their business. You can easily connect your account through our secure SSO integrations or by uploading a CSV file. Our proprietary engine allows you to customize your client's MRR, customer list, and CAC expenses, ensuring a more accurate representation of their business dynamics. With a single click, share your real-time Saasable dashboard with key stakeholders, focusing solely on the metrics you require daily, which update in real-time as your revenue and expenses fluctuate. Not only do we empower you to access and customize real-time data, but we also facilitate sharing those insights with users. There's no need to switch your billing, invoicing, or other services to obtain the metrics you need, allowing for a seamless integration of your financial management. This way, you can maintain focus on driving growth and delivering exceptional value to your clients.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.

Software that improves customer service efficiency and organization. Service Hub allows you to provide better customer service immediately. Service Hub™, has everything you need to delight customers on a large scale. They will have an exceptional experience with your company and help them to help others. This will help you build a loyal customer base that will continue to support your business. Provide organized customer service that provides complete and efficient answers. Customers don't care much about the company's internal structure. They want help. If your teams are not connected, it can cause friction and confusion for customers. Service Hub™ allows you to create a seamless customer experience. The Conversations inbox brings together all your communication channels, including email inboxes and forms, live chat, Facebook messenger, and Facebook messenger.

Salesmachine is a dynamic platform designed for real-time customer scoring, enabling businesses to track the well-being and engagement of their clients, thereby creating additional avenues for sales growth. This tool equips sales teams with comprehensive insights into customers who may require assistance during onboarding, those with high conversion potential, individuals likely to consider upselling, and clients at risk of non-renewal. Additionally, the platform provides timely notifications to teams regarding shifts in customer health and usage patterns, ensuring they can promptly address the needs of their customers. By utilizing Salesmachine, organizations can enhance their customer relationships and ultimately boost retention rates.

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

Searching through various web applications can consume valuable time and hinder your productivity on a daily basis. To address this issue, we developed Glances, a tool that securely links all of your applications and presents a streamlined view of the essential data you require in real-time, all without the need for coding. Glances seamlessly integrates with any webpage or application you utilize, enabling you and your team to enhance your daily productivity. The cumbersome task of loading applications, navigating through multiple clicks, and switching between tabs to access important details about your contacts can be a significant drain on time. Operating directly within your browser, Glances can help you save between 30 to 60 seconds on each task by providing a centralized location to view your customer data, sourced in real-time from all your preferred apps and platforms. Starting your workday can often feel overwhelming as you navigate through team communications, email accounts, and project management tools in search of clarity, but Glances is designed to simplify that experience. With Glances, you can reclaim your focus and streamline your workflow, making it easier to tackle your daily responsibilities.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Customerscore.io is a SaaS business tool that helps predict churn, find upsells and grow revenue. It allows you to manage customer segments automatically with triggered communications based on health scores. It is easy to use, with pre-integrated data. Businesses can see results immediately. It uses machine learning to identify churn risk and highlight upsell opportunities. Smart alerts keep you informed of important changes. Customer segmentation, automated outreach and health monitoring are key features that make customer engagement more effective. Customerscore.io focuses you on the right actions that will grow your business and reduce customer churn.

A user-friendly Customer Success Management (CSM) tool designed for seamless integration into the existing tool ecosystem of small and medium-sized enterprises (SMEs). This tool currently offers integration with popular CRM systems such as HubSpot and ticketing platforms like Zendesk, allowing for the calculation of customer Health Scores derived from both ticketing and financial KPIs. Additionally, users can enhance its capabilities through various applications like Zapier and the Zendesk App. The flexibility to incorporate custom recommendations or utilize pre-existing suggestions further enriches the user experience. This adaptability ensures that SMEs can tailor the tool to meet their unique customer success needs effectively.

Enhance the lifetime value of your customers with VENMATE, the comprehensive platform designed to foster satisfaction, boost retention, and drive growth. Achieve a holistic understanding of your clientele, anticipate their needs, and transform each customer into a loyal advocate. Delve into detailed insights regarding customer behaviors and preferences to improve their overall satisfaction and loyalty. Optimize your customer success initiatives to increase operational efficiency while delivering remarkable experiences. Improve your financial performance by minimizing customer churn and maximizing opportunities for upselling. Expedite your path to value with VENMATE’s efficient onboarding and implementation features. Our platform guarantees you will not lose sight of tasks, utilizing structured playbooks to facilitate a smooth onboarding experience. Consolidate your customer data from various applications, allowing your customer success team to document every interaction effortlessly using VENMATE. Effectively guide customers throughout their journey while collecting essential feedback to refine and enhance their experiences. By continuously adapting based on this feedback, you can ensure your customers feel valued and understood.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

Intouch Insight's powerful Customer Experience Management (CEM) software allows brands to drive business improvement through better experiences. Intouch makes it easy for customers to provide feedback via any source: surveys, email, SMS, online reviews, call center, or social media. There are hundreds of integrations that seamlessly combine feedback and data from any source such as CRM, POS sensors, mystery shopping, IoT sensors, and many more to give a complete view on customer experience and business performance. The platform offers unlimited role-based dashboards as well as an AI-powered reporting engine that can provide predictive analytics and robust reporting. The platform offers automated case management tools that allow customers to respond to feedback and close the loop with them. Businesses can use the platform's patent-pending technology to create Action Campaigns™ that drive action at the frontlines, make proactive improvements in CX, measure the impact of actions on business metrics, and take advantage of the platform's patent-pending technology.

UXPressia is an all-in-one online solution for understanding customer, user, buyer, and employee experience, engaging teams, and driving successful digital transformation. Visualize your customer journeys, create personas, and impact maps, analyze touchpoints in multi-channel interactions, and invite teammates to collaborate with you in real-time. Identify relations between your mapping initiatives, and set up a team library for the team to store and reuse components and files to achieve consistency across all projects. Export designer-quality maps and personas and present them right from your browser online. Use one of 120+ ready-to-go templates for 10+ industries to start working on your project in no time. Training video & demo sessions on request | Help Center | Free guide and other materials, live events on personas and journey mapping | Support | Per-contributor price (Viewers are free of charge).

You can assess customer, channel, and employee sentiment to significantly improve your ability retain accounts, increase revenue and maximize customer lifetime value. You can view real-time dashboards from external facing clients to see how well you are meeting their needs. You can view dashboards for account managers, which allow you to see how each account manager is performing across their business book. STAMP not only provides the Net Promoter Score (NPS), it also uses our proprietary algorithm for calculating your STAMP Score. This allows you to quickly see which clients are loyal and at risk of losing their business. This summary provides a high-level overview of account performance on key indicators like Net Promoter and Ease to Do Business. Based on STAMP's proprietary algorithm, an overall "customer sentiment score" is also provided.

Dealing with customers can be challenging, but Akita simplifies the process by serving as a centralized hub for all your customer information, activities, and performance metrics. Experience the benefits of an engaged, healthy, and expanding customer base by giving us a try. With Akita, you can establish limitless alerts for your customers, allowing you to promptly address any risks of churn or opportunities for upselling. Additionally, Akita empowers you to form robust customer segments, which enables you to customize your Customer Success strategies to cater to the distinct needs of each client. You can initiate automated workflows based on customer behaviors or specific attributes, and seamlessly create tasks and send communications right from your email inbox. By automating your Customer Success processes, you can free up valuable time to focus on more impactful tasks. The Customer Success planner offered by Akita facilitates the creation, scheduling, and management of your tasks through a streamlined interface, enhancing your daily operations. Moreover, Akita stands out in the market with its advanced Customer Health Scoring, providing you with quick insights into the status of each customer, ensuring you are always informed and proactive in your approach. Ultimately, Akita is designed to enhance your customer relationship management significantly.

Staircase AI is a pioneer in Customer Relationship Intelligence. Our platform uses AI to analyze millions upon millions of customer interactions, and turn them into actionable human insight that is impossible to spot with the naked eyes. Staircase AI is used by companies to cut through the noise, improve their NRR and increase their profitability. Staircase AI uncovers deep human signals and uncovers customers’ health, sentiment, journey events and risks. Our cutting-edge technology analyzes all customer interactions, including emails and chats, Slack activity and video calls. It then connects the human signals to produce relationship-based insights like stakeholder changes, positive and negative sentiment trends, problematic subjects, and more. Our human analytics, when combined with existing product analytics provide the missing element to fully understand your customer to grow at scale.

Our machine learning platform actively engages with and learns from every interaction you have with your customers. StepFunction provides you with valuable insights and predictions for growth. This comprehensive solution adapts to your current level of readiness and operational capabilities. Growth AI begins by integrating operational data from various sources, including systems of record, CRM, billing, support, product usage, and customer feedback. By mastering data preparation, businesses can achieve significant improvements in their predictive capabilities. StepFunction seamlessly integrates with your existing systems and enhances your customer success workflows without causing disruption. Gain detailed insights into your revenue dynamics, taking into account new customers, upgrades, stability, downgrades, and churn. Access historical trends and future cohort predictions effortlessly. Receive insightful risk scores that enable you to proactively engage customers who may need attention, along with tailored recommendations for intervention. Instantly track changes in customer risk levels and gain an understanding of the underlying reasons for these shifts, ensuring you stay ahead of potential challenges. This holistic approach allows businesses to make informed decisions and foster stronger customer relationships.

Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.

CustomerX is customer success software that allows customers to be proactive, data-driven, and focused on their success. It helps you build lasting relationships with your customers and transform your customer success area into an actual revenue driver. All your customer information can be centralized and integrated in one place. Automate routine tasks and you will have more time for your customers. Track your customer's journey, identify risk and take proactive steps. Find out how your customers are doing, and what areas need attention. You can send satisfaction surveys directly from the platform. Track your customer's journey right from the beginning. CustomerX's unique technology allows it to connect with all platforms on the market. This ensures that all information about your customer can be found in one place, in a reliable and automatic way.

Ackee optimizes your customer success processes by enabling you to anticipate and reduce customer churn effectively. It equips your team with essential insights to foster success throughout the entire customer experience. Powered by an advanced data science platform, Ackee offers user-friendly tools that provide the necessary metrics to deliver exceptional value to your customers. By integrating your data with Ackee, you gain access to comprehensive health metrics, customer churn forecasts, and detailed account information right at your fingertips. Say goodbye to Excel and the hassle of searching for customer information. You'll receive critical metrics and instant alerts that keep your team informed about significant shifts in customer behavior, empowering you to take proactive measures to enhance retention and promote adoption. Furthermore, Ackee automatically categorizes your most at-risk and most engaged accounts based on actual customer interactions, allowing you to create scalable workflows that concentrate on the clients who require your support the most. This targeted approach ensures that you focus your resources effectively, maximizing the impact of your customer success initiatives.

Canvas is an innovative platform powered by AI, aimed at improving customer success by converting data into practical insights. It connects effortlessly with current data sources, creating a consolidated overview that supports proactive customer relationship management. Among its standout features are early risk identification, spotting potential growth avenues, and the automation of repetitive tasks, which frees up teams to concentrate on high-level strategies. The platform's AI-driven alerts and the Canvas Copilot help prioritize necessary actions and manage intricate tasks, respectively. Furthermore, Canvas provides generative analytics for on-the-fly, customizable reporting, which enhances the clarity of ROI and progress shared with clients. Its deployment process is efficient, tailoring itself to your existing data for immediate benefits. Ultimately, Canvas equips customer success teams to shift from a reactive approach to a strategy focused on proactive growth and development opportunities. By leveraging its advanced capabilities, organizations can foster stronger relationships and drive sustainable success.